Brown Advisory’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Hold |
65,292
| – | – | ﹤0.01% | 1062 |
|
|
2025
Q1 | $633K | Sell |
65,292
-21,534
| -25% | -$209K | ﹤0.01% | 923 |
|
|
2024
Q4 | $1.11M | Sell |
86,826
-5,833
| -6% | -$74.9K | ﹤0.01% | 776 |
|
|
2024
Q3 | $1.42M | Sell |
92,659
-8,550
| -8% | -$131K | ﹤0.01% | 710 |
|
|
2024
Q2 | $1.77M | Hold |
101,209
| – | – | ﹤0.01% | 652 |
|
|
2024
Q1 | $1.62M | Sell |
101,209
-17,144
| -14% | -$274K | ﹤0.01% | 678 |
|
|
2023
Q4 | $1.62M | Sell |
118,353
-6,297
| -5% | -$86.1K | ﹤0.01% | 668 |
|
|
2023
Q3 | $3.11M | Hold |
124,650
| – | – | 0.01% | 537 |
|
|
2023
Q2 | $5.44M | Buy |
124,650
+28,717
| +30% | +$1.25M | 0.01% | 470 |
|
|
2023
Q1 | $2.57M | Buy |
+95,933
| New | +$2.57M | ﹤0.01% | 563 |
|